Vaughan David Investments’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $49.5M | Buy |
121,477
+2,259
| +2% | +$954K | 0.99% | 41 |
|
|
2026
Q1 | $50.7M | Buy |
119,218
+4,554
| +4% | +$2.11M | 1.07% | 41 |
|
|
2025
Q4 | $59.9M | Sell |
114,664
-83
| -0.1% | -$41.1K | 1.3% | 16 |
|
|
2025
Q3 | $55.8M | Sell |
114,747
-2,462
| -2% | -$1.32M | 1.2% | 26 |
|
|
2025
Q2 | $61.8M | Sell |
117,209
-159
| -0.1% | -$79.4K | 1.38% | 11 |
|
|
2025
Q1 | $59.6M | Buy |
117,368
+90
| +0.1% | +$46K | 1.4% | 13 |
|
|
2024
Q4 | $58.4M | Sell |
117,278
-333
| -0.3% | -$169K | 1.38% | 11 |
|
|
2024
Q3 | $60.8M | Sell |
117,611
-357
| -0.3% | -$177K | 1.4% | 12 |
|
|
2024
Q2 | $52.6M | Sell |
117,968
-56
| -0% | -$24K | 1.33% | 16 |
|
|
2024
Q1 | $50.2M | Buy |
118,024
+655
| +0.6% | +$284K | 1.25% | 19 |
|
|
2023
Q4 | $51.7M | Sell |
117,369
-61
| -0.1% | -$24.1K | 1.42% | 10 |
|
|
2023
Q3 | $42.9M | Buy |
117,430
+780
| +0.7% | +$307K | 1.3% | 21 |
|
|
2023
Q2 | $46.8M | Buy |
116,650
+547
| +0.5% | +$200K | 1.37% | 15 |
|
|
2023
Q1 | $40M | Buy |
116,103
+330
| +0.3% | +$116K | 1.21% | 26 |
|
|
2022
Q4 | $38.8M | Buy |
115,773
+1,116
| +1% | +$368K | 1.15% | 32 |
|
|
2022
Q3 | $35M | Buy |
114,657
+1,167
| +1% | +$418K | 1.17% | 30 |
|
|
2022
Q2 | $38.3M | Buy |
113,490
+1,499
| +1% | +$534K | 1.22% | 24 |
|
|
2022
Q1 | $45.9M | Sell |
111,991
-518
| -0.5% | -$211K | 1.35% | 17 |
|
|
2021
Q4 | $53.1M | Sell |
112,509
-2,770
| -2% | -$1.27M | 1.55% | 10 |
|
|
2021
Q3 | $49M | Sell |
115,279
-3,070
| -3% | -$1.33M | 1.56% | 10 |
|
|
2021
Q2 | $48.6M | Sell |
118,349
-1,611
| -1% | -$619K | 1.52% | 11 |
|
|
2021
Q1 | $42.3M | Sell |
119,960
-3,618
| -3% | -$1.2M | 1.34% | 17 |
|
|
2020
Q4 | $40.6M | Sell |
123,578
-4,264
| -3% | -$1.44M | 1.39% | 17 |
|
|
2020
Q3 | $46.1M | Sell |
127,842
-4,325
| -3% | -$1.53M | 1.79% | 8 |
|
|
2020
Q2 | $43.5M | Sell |
132,167
-1,040
| -0.8% | -$313K | 1.78% | 7 |
|
|
2020
Q1 | $32.6M | Sell |
133,207
-6,226
| -4% | -$1.71M | 1.52% | 13 |
|
|
2019
Q4 | $38.1M | Sell |
139,433
-4,585
| -3% | -$1.19M | 1.39% | 18 |
|
|
2019
Q3 | $35.3M | Sell |
144,018
-4,031
| -3% | -$1.01M | 1.35% | 16 |
|
|
2019
Q2 | $33.7M | Sell |
148,049
-5,258
| -3% | -$1.15M | 1.34% | 16 |
|
|
2019
Q1 | $32.3M | Sell |
153,307
-1,515
| -1% | -$293K | 1.36% | 15 |
|
|
2018
Q4 | $26.3M | Buy |
154,822
+1,463
| +1% | +$262K | 1.23% | 21 |
|
|
2018
Q3 | $30M | Sell |
153,359
-3,129
| -2% | -$646K | 1.26% | 19 |
|
|
2018
Q2 | $31.9M | Sell |
156,488
-3,966
| -2% | -$783K | 1.48% | 14 |
|
|
2018
Q1 | $30.7M | Sell |
160,454
-3,710
| -2% | -$685K | 1.45% | 15 |
|
|
2017
Q4 | $27.8M | Sell |
164,164
-1,253
| -0.8% | -$205K | 1.29% | 24 |
|
|
2017
Q3 | $25.9M | Sell |
165,417
-3,135
| -2% | -$477K | 1.27% | 27 |
|
|
2017
Q2 | $24.6M | Sell |
168,552
-1,195
| -0.7% | -$166K | 1.24% | 28 |
|
|
2017
Q1 | $22.2M | Sell |
169,747
-3,490
| -2% | -$434K | 1.15% | 34 |
|
|
2016
Q4 | $18.6M | Sell |
173,237
-10,152
| -6% | -$1.21M | 0.99% | 61 |
|
|
2016
Q3 | $23.2M | Sell |
183,389
-4,467
| -2% | -$537K | 1.26% | 26 |
|
|
2016
Q2 | $20.1M | Buy |
+187,856
| New | +$20.2M | 1.11% | 46 |
|
Other funds holding SPGI
Vaughan David Investments's SPGI Position: Q2 2026 in Review
Vaughan David Investments increased its S&P Global (SPGI) stake by 1.9% in Q2 2026, buying an estimated $954K and bringing the position to 121,477 shares worth $49.5M. The position accounts for 0.99% of the portfolio, ranked #41.
Vaughan David Investments first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $61.8M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Vaughan David Investments held 121,477 shares of S&P Global worth $49.5M as of Q2 2026.
- Vaughan David Investments bought 2,259 S&P Global shares in Q2 2026, an estimated $954K.
- S&P Global made up 0.99% of Vaughan David Investments's portfolio in Q2 2026, its #41 holding.
- Vaughan David Investments first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
- Vaughan David Investments's S&P Global position peaked at $61.8M in Q2 2025.
- 2,004 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.